Capital Performance Advisors’s Palo Alto Networks PANW Stock Holding History

Capital Performance Advisors’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$518K	Buy	1,518 +82	+6%	+$18.8K	0.03%	163
2026 Q1	$230K	Sell	1,436 -1,902	-57%	-$320K	0.02%	398
2025 Q4	$615K	Buy	3,338 +1,330	+66%	+$268K	0.04%	187
2025 Q3	$409K	Buy	2,008 +971	+94%	+$186K	0.07%	161
2025 Q2	$212K	Sell	1,037 -1,172	-53%	-$218K	0.04%	241
2025 Q1	$377K	Buy	2,209 +1,044	+90%	+$193K	0.08%	134
2024 Q4	$212K	Buy	1,165 +587	+102%	+$111K	0.07%	142
2024 Q3	$98.8K	Buy	+578	New	+$97.3K	0.03%	200

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Performance Advisors's PANW Position: Q2 2026 in Review

Capital Performance Advisors increased its Palo Alto Networks (PANW) stake by 5.7% in Q2 2026, buying an estimated $18.8K and bringing the position to 1,518 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #163.

Capital Performance Advisors first reported a position in PANW in Q3 2024 and has held it in 8 quarters since. The position peaked at $615K in Q4 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Capital Performance Advisors held 1,518 shares of Palo Alto Networks worth $518K as of Q2 2026.
Capital Performance Advisors bought 82 Palo Alto Networks shares in Q2 2026, an estimated $18.8K.
Palo Alto Networks made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #163 holding.
Capital Performance Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 8 quarters since.
Capital Performance Advisors's Palo Alto Networks position peaked at $615K in Q4 2025.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.